Sage X3 trasfom Prospect to Customer, in Sales Contract

This tip has been tested on SAGE X3 version 6.

In Sales Orders it is possible to select a Prospect, X3 ask you if you want to transform it in customer. If you reply yes X3 opens the object BPC (Customer) populated with all the data of the prospect and by clicking Save you can create the customer.

This function is not present in Contracts.

Here how to enable it on Contracts :

From Development menu, open the SOR1 screen

  • Select the field BPCORD
  • Go to column Type, set focus on BPC and right click on it in order to open the Option dialog, set the options like in the following image

    rdesktop - 192.168.101.136_033

  • Add a custom ‘Control’ function for the field BPCORD in the screen SOR1
  • Set ‘Standard’ in the Deactivation properties of this function
    rdesktop - 192.168.101.136_034
  • Validate the screen and open the program SPEBPC. Put into Subprg C_BPCORD the following code

     
    Subprog C_BPCORD(VALEUR)
    Variable Char    VALEUR()
    #...M1::START
        If [F:BPC]BPCNUM <> VALEUR Then
            Read [F:BPC]BPC0 = VALEUR
        Endif 
    
        GORITRFBPP  = ""
    
        If [F:BPC]BPCTYP=4 
    
            #Ask if you want transform the prospect in customer
            Local Integer OK : OK=2
            GMESSAGE=VALEUR-mess(259,196,1)
            Call AVERTIR (GMESSAGE, OK) From GESECRAN
            If OK=1 mkstat = 2 : Raz GMESSAGE : Goto C_BPCORD_FINE : Endif
            GORITRFBPP = "GESSOH"
            [F:BPC]BPCTYP = 1
    
            #Open the BPC object
            Local Char SAVEGFONC1(50)  : SAVEGFONC1 = GFONC1 
            Local Char VALBOUT(250) , PARBOUT(250)(1..20)
            PARBOUT(1) = [F:BPC]BPCNUM
            PARBOUT(2) = "BPC"
            PARBOUT(3) = ""
            FLGEXE = 1
            GACTION = "GOBJETC1"
            GFONC1 = "GESSOH"        # ... to simulate that we are in Sales Order function
            Call OBJET_CHAR(PARBOUT(1),PARBOUT(2),PARBOUT(3)) From GOBJET
            GFONC1 = SAVEGFONC1
    
    
        Elsif [F:BPC]BPCTYP<>4 Raz GORITRFBPP
        Endif
    
        Raz GMESSAGE
    
    $C_BPCORD_FINE
        Call C_BPCORD(VALEUR) From SUBSOR
    #...M1::END
    End
     
    
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